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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $298,485 | $51,638+478.0% | $68,368+336.6% | $82,448+262.0% |
| Participation rate | 81.8% | 63.6%+18.2pp | 73.8%+8.1pp | 68.1%+13.8pp |
| Annual return | 15.51% | 37.53%-22.0pp | 292.57%-277.1pp | 41.64%-26.1pp |
| Employer contribution / active EE | $5,965 | $2,047+191.5% | $2,649+125.2% | $2,551+133.8% |
| Participant deferral / active EE | $13,093 | $2,914+349.4% | $4,123+217.6% | $4,139+216.3% |
| Admin fee / account holder | $18,975 | $4,643+308.6% | $5,150+268.5% | $7,234+162.3% |